Tanner Pressel is a financial advisor at Fidelity with six years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Cambridge Investment Research, Paladin Financial Services, and Buffalo Wild Wings. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

John Champion is a financial advisor at Fidelity with one year of industry experience. He previously held roles at Dish and Comcast. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Dennis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries including event staffing, logistics, and technology. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm serves a diverse client base including registered investment companies and operates with oversight controls to address conflicts of interest.

Megan Gilkerson is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Stonger Gilkerson Group. She focuses on client relationship management, financial planning, business development, and delivering ongoing communications to provide a full-service, client-focused experience. Megan's areas of expertise include education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. She graduated from Colorado State University in 2008 with a bachelor's degree in Business Marketing and holds the Personal Investment Advisor (PIA) designation. Megan is involved in several professional organizations, including Beta Gamma Sigma, Dance Exploration LLC, Denver Center Alliance, and the Junior League of Denver. Outside of her professional career, Megan is active in her community through Mission Hills Church. She enjoys cooking, dancing, hiking, reading, scrapbooking, skiing, writing, yoga, and spending time with her family and two sons in the Colorado outdoors.

Jeffrey Wren is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 66 licenses and having 37 years of industry experience. His prior roles include positions at Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. He also operates an independent business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of investment adviser representatives.

Joshua Langdon is a financial advisor with Edward Jones in Centennial, CO, holding the CFP® and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns and manages residential rental properties in Colorado through the use of a property manager. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Richard Lerner is a CFP® certified financial advisor with Raymond James Financial, where he has worked for 17 years. He has 37 years of industry experience and has also owned Lerner Financial LLC since 2007. Outside of his advisory role, he serves as co-trustee and power of attorney for family trust and estate responsibilities and is an agent affiliated with a long-term care insurance brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm utilizes tailored, analytical approaches and supports advisory programs alongside institutional consulting and portfolio management.

Derek Chandler is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held positions as a Planning Consultant from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, all within Fidelity Investments. His professional experience also includes a five-year tenure as a Senior Relationship Manager at Bank of America from 2017 to 2022. Derek's approach focuses on understanding his clients' financial plans comprehensively, collaborating with them to co-create and implement strategies aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California, supporting his capacity to serve clients in these areas. Outside of his professional life, Derek is engaged in family activities and enjoys interests such as football, social events with friends, caring for pets, and traveling.

Alex Kuskin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Crux Wealth Advisors. Kuskin is also an associate and employee of Elevation Wealth Partners, LLC, where he participates in annual and special meetings and contributes to operational and long-term planning discussions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Matthew Carpinelli is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He worked at AFC Tax and Financial Advisors, Inc. for nine years prior to joining LPL Financial in 2011. Outside of his advisory role, he is involved with AFC Wealth Management Group, which focuses on life insurance and annuity sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Diana Lynch is a financial advisor with Wells Fargo Clearing in Greenwood Village, Colorado. She holds a Series 66 designation and has 16 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Dechadenedes is a financial advisor with Mass Mutual Investors Services in Greenwood Village, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including roles at Charles Schwab & Co., Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is a principal of Madison Financial Holding Company, Inc., overseeing practice management, and manages Madison Financial LLC, providing comprehensive financial planning and investment services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs structured as annual, collaborative engagements that utilize advanced analytical tools to develop written recommendations for clients.

Joseph Mondello is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to his financial services career, he held roles at Lowes and Michael Bennett Trucking LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with oversight controls and delegated management to affiliated or unaffiliated sub-advisers.

Jason Kemper is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior experience includes roles at Bank of America, Medride, and Greatstone Wealth LLC. Outside of his advisory work, Kemper works as a contractor driver for a food and people delivery service in the Denver area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Thomson is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at J.P. Morgan Securities for nine years before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs supported by structured planning tools and strategies developed by its Global Investment Committee.

William Brown is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with WELLS FARGO Advisors, LLC and over two decades at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

James Mendieta is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their personal goals. His approach focuses on creating strategies that align with the unique needs of individuals and their families. James has been with Fidelity Investments since 2014, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. His extensive experience within the firm spans various aspects of financial planning and portfolio management. He holds insurance licenses in Arkansas and California.

Abigail Ledogar is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and several other companies across various industries. Outside of her advisory role, she is involved with Parker Rose Boutique, a retail business in Littleton, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools and a broad range of financial products.

Tyler Brooks is a financial advisor with Wells Fargo Clearing in Littleton, CO, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has been affiliated with Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Armistead is a Planning Consultant at Fidelity Investments. He works with individuals and families to help them understand their financial situations and pursue their financial goals. Robert has held various roles within Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Associate Financial Representative at Northwestern Mutual from 2017 to 2019. He holds insurance licenses in Arkansas and California.